))
Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question? Email us at jillonmoney at gmail dot com.
…
continue reading
Are you ready to take control of your financial life? Jill Schlesinger, CBS News business analyst and Certified Financial Planner, is here to help! On MoneyWatch, Jill will help you conquer the fear and anxiety of financial decisions, as she answers your questions about all things money. Have a question? From retirement, to career changes, to college funding and the right mix of investments to reach those goals, email Jill at askjill@jillonmoney.com. Tune in for new episodes every Tuesday an ...
…
continue reading
1
Should I Switch to Roth 401(k)?
16:59
16:59
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
16:59
After years and years of pre-tax 401(k) contributions, is it time to make the switch to Roth? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy …
…
continue reading
1
More Money, More Anxiety
16:48
16:48
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
16:48
I have a new job, higher salary, and quite a bit more in investments. Yet I'm still feeling anxious when it comes to my finances. Can you help? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privac…
…
continue reading
1
Nervous About Retirement
20:29
20:29
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
20:29
I'm feeling a bit nervous as my husband prepares to retire. Do I need to worry? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices visi…
…
continue reading
Merry Christmas from Jill and Mark! Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy …
…
continue reading
1
Combining Finances With My Partner
24:08
24:08
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
24:08
I recently moved, switched jobs (internally), and am looking for help with finances as I try to combine my financial life with my partner. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To le…
…
continue reading
1
Planning for Retirement in Your 40s
10:05
10:05
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
10:05
People in their 40s face major financial pressures, from helping their children pay for college to affording a mortgage. But it’s still critical that they also concentrate on planning for retirement. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy P…
…
continue reading
I had assumed I would not draw from my 401(k) until I am required to take RMDs, but in listening to your show and talking to others, I’m questioning if waiting until I’m required to take RMDs would put me in a significantly higher tax bracket. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jil…
…
continue reading
I'm 57 and wondering if I have enough saved to retire sooner rather than later. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices visi…
…
continue reading
1
Can I Retire in Three Years?
14:02
14:02
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
14:02
We own our forever home and we want to renovate our kitchen, but we're nervous about spending the money and making a "dumb" financial decision as we build our nest egg. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodm…
…
continue reading
1
Can We Renovate Our Kitchen?
15:40
15:40
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
15:40
We own our forever home and we want to renovate our kitchen, but we're nervous about spending the money and making a "dumb" financial decision as we build our nest egg. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodm…
…
continue reading
1
Feeling Ready to Retire, Am I?
19:56
19:56
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
19:56
I feel like I'm in position to retire at the end of 2025 or in early 2026. Am I on track to make this happen? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data …
…
continue reading
1
Can We Buy a Home Overseas?
19:46
19:46
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
19:46
Our dream is to live in Spain part-time once we retire in about six years. Given our current finances, can we pull it off? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://a…
…
continue reading
1
Saving Our Son From Student Loan Hell
25:15
25:15
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
25:15
Our son is trapped under some hefty student loans and we would like to help him out. Can we afford to do it? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data a…
…
continue reading
1
Worried About Having Enough Money
17:05
17:05
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
17:05
I've been saving for retirement for years and years, yet I'm constantly worrying about having enough money. Will I be okay? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about …
…
continue reading
1
Are We Getting Used to High Prices?
13:12
13:12
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
13:12
What if part of our ability to better absorb higher prices is due to the fact that we have essentially acclimatized to them? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https:/…
…
continue reading
1
Time to Bring Assets Under Management?
28:09
28:09
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
28:09
After coming into a very unexpected large inheritance, I feel that I might need assistance at this juncture, but I am unsure of what a reasonable management fee would be. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goo…
…
continue reading
1
The Future of Wealth Management Part Two
22:59
22:59
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
22:59
This weekend we're joined by Marg Franklin, CEO and President of the CFA Institute. Marg joined us to discuss a plethora of topics, including the future of wealth management and how to attract and retain the next generation of financial advisors. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @…
…
continue reading
1
The Future of Wealth Management Part One
26:41
26:41
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
26:41
This weekend we're joined by Marg Franklin, CEO and President of the CFA Institute. Marg joined us to discuss a plethora of topics, including the future of wealth management and how to attract and retain the next generation of financial advisors. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @…
…
continue reading
1
Helping Adult Children Now vs Later
13:08
13:08
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
13:08
Should I help my kids out now while I'm still around, or should I just let them inherit whatever is left? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and …
…
continue reading
1
Next Steps for Possible Retirement
20:56
20:56
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
20:56
My employment is set to end in December of 2025 and I'm not sure where to put my money while I still have a job for one more year. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more…
…
continue reading
1
Paying Myself in Retirement
20:21
20:21
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
20:21
With retirement just days away, I'm apprehensive about losing the paycheck every two weeks and knowing how to pay myself. Can you help? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice…
…
continue reading
1
Can We Upgrade Our House?
13:35
13:35
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
13:35
We're considering a new home purchase, but the thought of doubling our monthly mortgage while cutting our monthly discretionary savings in half, is daunting. Can we do it? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Go…
…
continue reading
1
In Need of a Decumulation Plan
18:23
18:23
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
18:23
I believe we are set up for retirement, but need fresh eyes on our plan, especially when it comes to the decumulation phase. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about…
…
continue reading
1
Maximize Your Holiday Donations
16:00
16:00
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
16:00
This is the time of year that you might be thinking about charitable giving, so here are a few best practices to keep in mind. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https…
…
continue reading
1
Can We Afford Two Homes?
20:26
20:26
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
20:26
We have two homes and the plan was to sell one. My wife recently started discussing trying to keep both houses, which causes me concern about our finances. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelg…
…
continue reading
1
In Our 40s and Planning for Retirement
13:02
13:02
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
13:02
What's the best way for us to plan for retirement as we head into our early 40s? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices vis…
…
continue reading
1
Managing Lump Sum Payout
14:30
14:30
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
14:30
I took a lump sum pension payout and now I'm responsible for managing the money, which has me a bit worried. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data a…
…
continue reading
1
Roth Conversions and IRMAA
17:02
17:02
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
17:02
When I consider doing Roth conversions, how much attention should I be paying to the IRMAA numbers? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our pr…
…
continue reading
